Larry Turell is a seasoned financial strategist with over three decades of experience helping business owners optimize employee benefits and safeguard their personal assets. Based in Garden City, New York, with a satellite office in Boca Raton, Florida, he has dedicated his career to guiding organizations through the complexities of financial planning, employee retention, and tax-efficient strategies to create sustainable growth. As a Financial Representative at National Financial Network for more than 11 years, Larry has been instrumental in assisting business owners—particularly those in the healthcare and rehabilitation sectors—by designing customized employee benefits programs that reduce costs while enhancing workforce satisfaction. His approach prioritizes financial clarity, tax-advantaged solutions, and strategic benefits planning, ensuring that business owners can focus on their passion while maintaining a strong financial foundation.
Larry’s leadership extends beyond his tenure at National Financial Network. As the President of Customized Consulting Services since 2007, he has provided tailored financial solutions to businesses, offering expertise in wealth protection, benefits restructuring, and financial wellness programs. His career spans more than 30 years in financial services, with previous roles at MetLife and Security Mutual Life Insurance Company of New York, where he established himself as a trusted advisor for clients seeking long-term financial security.
Recognizing the unique challenges business owners face—such as work-life balance struggles, employee retention concerns, and a lack of structured benefits programs—Larry has developed a proven process that delivers measurable results. He specializes in employee benefits restructuring to optimize benefits packages, improve employee retention, and increase job satisfaction. Additionally, he implements tax-efficient financial strategies that help minimize tax burdens while enhancing overall financial stability. His focus on employee financial wellness programs empowers teams with financial literacy resources, leading to a more engaged and productive workforce.
With a Bachelor of Applied Science in Communication from the University of Colorado Boulder, Larry combines his financial acumen with exceptional communication skills to educate and guide clients through the complexities of financial planning. His ability to simplify intricate financial concepts has made him a valuable resource for businesses striving to attract and retain top talent while securing their own financial futures.
A trusted advisor, mentor, and advocate for financial wellness, Larry Turell continues to redefine how business owners approach employee benefits and financial planning. Whether through restructuring benefits programs or implementing strategies that protect personal and business assets, he remains committed to empowering his clients with the knowledge and tools needed to thrive. For business owners looking to enhance their financial strategies and employee benefits programs, Larry offers a partnership built on expertise, trust, and results.
Recognized as one of the top 1% of financial advisors in the country, Larry frequently shares his expertise as a guest on industry podcasts, providing insights on financial planning, employee benefits, and business strategy. He is also an active member of the Next Gen Mastermind group, a collective of leading health insurance advisors dedicated to collaborating on innovative solutions to improve the U.S. healthcare system.
Character
Larry Turell is a dedicated and trusted financial strategist who prioritizes the long-term success of business owners by providing tailored financial solutions that protect both their enterprises and personal assets.
Knowledge
With over three decades of experience in financial planning, employee benefits restructuring, and tax-efficient strategies, Larry possesses a deep understanding of how to optimize financial stability for business owners.
Strategic
Larry develops and implements customized financial strategies that enhance employee retention, minimize tax burdens, and create sustainable growth for businesses in various industries.
Communication
Leveraging his background in communication from the University of Colorado Boulder, Larry simplifies complex financial concepts, ensuring business owners fully understand their financial options and make informed decisions.
